EWA

EverSource Wealth Advisors Portfolio holdings

AUM $2.53B
1-Year Est. Return 23.79%
This Quarter Est. Return
1 Year Est. Return
+23.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,935
New
Increased
Reduced
Closed

Top Buys

1
+$6M
2
+$2.8M
3
+$2.04M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.83M

Top Sells

1
+$4.4M
2
+$1.91M
3
+$1.54M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.17M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$778K

Sector Composition

1 Technology 13.74%
2 Financials 6.04%
3 Industrials 4.36%
4 Healthcare 4.26%
5 Consumer Discretionary 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.37%
30,755
+856
52
$1.44M 0.36%
8,100
+1,565
53
$1.31M 0.33%
5,874
-769
54
$1.3M 0.33%
2,557
+1,032
55
$1.28M 0.33%
4,692
+1,047
56
$1.27M 0.32%
18,816
+19
57
$1.26M 0.32%
5,680
+1,232
58
$1.25M 0.32%
19,860
+9,020
59
$1.22M 0.31%
21,813
+1,796
60
$1.22M 0.31%
48,929
+11,290
61
$1.18M 0.3%
18,816
+13,533
62
$1.17M 0.3%
2,585
+268
63
$1.14M 0.29%
6,188
+962
64
$1.11M 0.28%
20,816
-113
65
$1.06M 0.27%
2,558
+1,228
66
$1.03M 0.26%
16,619
+4,838
67
$1.02M 0.26%
21,685
+7,556
68
$1.01M 0.26%
2,826
+408
69
$997K 0.25%
8,044
+261
70
$987K 0.25%
6,087
+3,327
71
$986K 0.25%
13,309
+2,268
72
$986K 0.25%
5,782
+2,847
73
$975K 0.25%
6,383
+355
74
$974K 0.25%
5,989
+1,491
75
$970K 0.25%
3,385
+974
1 2
3
4 5